USA Mid Cap ETF

The best ETFs for USA Mid Cap Stocks

How do I invest in USA Mid Cap stocks?

It is well known that companies with smaller market capitalizations generate higher returns
over the long term. However, they also come with higher risks that investors should efficiently
manage. Investing in mid cap stocks presents a good compromise for investors seeking higher
returns with moderate risks.

There are essentially three indices available to invest with ETFs
in USA mid cap companies. This Investment Guide for USA mid cap stocks will help you navigate between the peculiarities of
the Russell MidCap, MSCI USA Mid Cap, S&P MidCap 400 and ETFs tracking them. It will allow
you to find the most suitable mid cap USA ETFs for you by ranking them according to your preferences.

MSCI USA Mid Cap Index

The
MSCI USA Mid Cap Index measures the performance of the mid cap segments of the
US market. The index covers approximately 15% of the free float-adjusted market
capitalization of the US market after the largest cap stocks representing appr. 70%
of the market. The index is based on free float market capitalization.

Selection criteria: 15% of the MSCI USA index after large caps covering first 70% by free float market cap are subtracted

Index weighted by free float market cap

Russell Mid Cap Index

The
Russell Midcap Index measures the performance of the mid cap segment of the U.S.
equity universe. The Russell Midcap Index is a subset of the Russell 1000® Index.
It includes approximately 800 of the smallest securities based on a combination of their
market cap and current index membership. The Russell Midcap Index represents approximately
31% of the total market capitalization of the Russell 1000® companies.

Methodology of the Russell MidCap

800 mid cap stocks from the United States

Index rebalancing takes place annually, except for the additions due to new IPO, which take place quarterly

Underlying investable index has requirements for inclusion such as minimum market cap,
closing price, free float, location of trading of the majority of a company's shares

Stock selection is based on total market cap

Companies ranked 201 to 1000 by total market cap in the underlying Russell 1000® Index are included

Index weighted by total market cap

S&P MidCap 400 Index

The
S&P MidCap 400 Index includes 400 mid cap US stocks from the underlying
S&P 1500® Composite Index. Companies with an unadjusted market cap of 1.4
billion to 5.9 billion USD are included in the index.

Index is a subset of S&P 1500® Composite Index covering more than 7% of available US market cap

Index has minimum liquidity, free float and financial viability (positive earnings in the last year and quarter) inclusion criteria

Selection criteria: companies with unadjusted market cap of 1.4 billion to 5.9 billion USD are included

Index weighted by free float market cap

USA Mid Cap ETFs in comparison

The most important factors at a glance

When choosing a USA mid cap ETF one should consider several other factors in addition
to the methodology of the underlying index and performance of an ETF. For better comparison,
you will find a list of all USA mid cap ETFs with details on size, cost, age, income, domicile and replication method ranked by fund size.

Return comparison of all Mid Cap ETFs on US equities

The table shows the returns of all USA mid cap ETFs in comparison.
All return figures are including dividends as of month end.
Besides the return the reference date on which you conduct the comparison is
important. In order to find the best ETFs, you can also perform a chart comparison.